Course outline for
Upgrading To InfoPath 2007

Section 1: Getting Started

Lesson 1.1: Starting Out

What is Microsoft InfoPath?

What's New in InfoPath 2007?

Why Upgrade?

Our Favorite Features

An XML Primer

Using the Getting Started Window

Interface Overview

Closing InfoPath 2007

Step-By-Step

Skill Sharpener

Lesson 1.2: Getting Started with Forms

Choosing a Form

Form Tasks

Creating a New Form

Searching for Templates

Step-By-Step

Skill Sharpener

Lesson 1.3: Designing a Form

Using the Design a Form Window

Using the Design Tasks Task Pane

Setting the Layout

Using the Tables Toolbar

Step-By-Step

Skill Sharpener

Lesson 1.4: Using the Views Task Pane

Opening the Views Task Pane

Creating a View

Choosing a View

Creating a Print Version

Step-By-Step

Skill Sharpener

Lesson 1.5: Getting Help in InfoPath

Using the Help Menu

Using the Help Window

Type a Question for Help

Getting Help in a Task Pane

Step-By-Step

Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Doing More with Forms

Lesson 2.1: Working With Data

About XML Schemas

Using Data Bindings

Adding Resource Files

Managing Data Connections

Step-By-Step

Skill Sharpener

Lesson 2.2: More on Form Templates

Anatomy of a Form Template

Editing an Existing Template

Inserting Images

Creating a Template Part

Adding a Template Part to a Form

Form Template Properties

Step-By-Step

Skill Sharpener

Lesson 2.3: Finishing your Form

Adding Controls

Using Data Sources

Switching Controls

Running the Design Checker

Protecting a Form

Using Security Levels

Testing a Form

Publishing to a Shared Network Folder

Step-By-Step

Skill Sharpener

Lesson 2.4: Filling Out Forms

Opening a Form

Understanding the Form

Entering Data

Saving Your Form

Step-By-Step

Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Advanced Form Tasks

Lesson 3.1: Importing and Publishing

Importing a Form from Word

Importing a Form from Excel

Publishing a Form by E-mail

Editing Forms After They Have Been Published

Step-By-Step

Skill Sharpener

Lesson 3.2: Form Programmability

Adding Application Logic to a Form

Setting Data Validation

Applying Conditional Formatting

Auto-Populating Data

Running the Logic Inspector

Step-By-Step

Skill Sharpener

Lesson 3.3: Databases, XML Data Sources, and Advanced Controls

Creating a Form from an XML Schema

Creating a Form from an XML File

Creating a Form from a Database

Querying a Database

Submitting Data

Repeating Tables and Master/Detail Controls

Step-By-Step

Skill Sharpener

Lesson 3.4: Customizing InfoPath Options

Using the Trust Center

Customizing General Options

Using Design Options

Using Advanced Options

Accessing the Form Options Dialog

Step-By-Step

Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Index